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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,856 | $103,000-91.4% | $90,300-90.2% | $152,885-94.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 13.94% | 95.19%-81.3pp | 78.11%-64.2pp | 345.39%-331.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,435 | $4,281-66.5% | $3,884-63.1% | $5,851-75.5% |
| Admin fee / account holder | $15,265 | $6,173+147.3% | $5,353+185.2% | $11,598+31.6% |